Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,283
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.5M
3
+$38.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.9M

Top Sells

1
+$22.4M
2
+$22M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$19.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M

Sector Composition

1 Technology 7.96%
2 Financials 4.93%
3 Healthcare 4.48%
4 Consumer Discretionary 3.58%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$493K ﹤0.01%
+11,328
2027
$491K ﹤0.01%
+17,915
2028
$490K ﹤0.01%
+11,221
2029
$489K ﹤0.01%
5,463
+586
2030
$488K ﹤0.01%
33,476
-1,895
2031
$488K ﹤0.01%
35,080
-8,382
2032
$488K ﹤0.01%
53,467
+4,959
2033
$487K ﹤0.01%
19,228
+2,360
2034
$487K ﹤0.01%
38,169
-5,337
2035
$485K ﹤0.01%
4,469
-1,886
2036
$485K ﹤0.01%
+12,156
2037
$485K ﹤0.01%
10,777
+2,343
2038
$485K ﹤0.01%
20,310
-1,704
2039
$484K ﹤0.01%
+11,024
2040
$483K ﹤0.01%
25,336
+11,291
2041
$482K ﹤0.01%
15,745
-667
2042
$482K ﹤0.01%
8,475
-505
2043
$482K ﹤0.01%
16,112
-6,480
2044
$482K ﹤0.01%
14,418
+4,766
2045
$480K ﹤0.01%
16,029
+4,040
2046
$480K ﹤0.01%
7,224
-560
2047
$479K ﹤0.01%
8,806
+2,569
2048
$479K ﹤0.01%
5,568
+1,344
2049
$479K ﹤0.01%
7,903
+91
2050
$478K ﹤0.01%
40,835
+907
80 81
82
83 84